For Private Equity & Growth Equity

Get the truth
before the deal

Move beyond banker data. Connect directly into Salesforce and ERP systems in 48 hours to uncover operational reality and business opportunities before you sign.

Start Diligence Now

Beyond a snapshot

Management presentations and banker decks offer a curated, static view of the business. Real operational sophistication—and the opportunities to improve it—lives in the raw data.

  • Validate revenue quality against raw ERP entries
  • Audit sales pipeline velocity and conversion rates
  • Identify hidden churn risks in customer behavior
  • Compare management adjustments vs actuals instantly

Speed to Insight

Connects in 2 days. Get answers while the deal is still hot, not weeks later.

Deep Integration

Direct hooks into Salesforce & ERP. No CSV comparisons. Real relational data.

Compare & Contrast

Instantly diff “Deal Room” numbers against live system actuals to spot discrepancies.

Operational Audit

Assess the sophistication of their ops. Is their data clean? Is their process scalable?

$50,000 one-time fee

Zero-Risk Diligence

The “100 Day” Guarantee

If the portfolio company becomes a Synopsis customer in the first 100 days of investment, we’ll credit your entire $50k fee.

Deploy in as little as 48 hours